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Filtering memberships

Updated: Feb 17, 2022

If users choose to automatically generate distribution lists for a membership package, they can send electronic communications, such as email, through ChilliDB to those contacts.


1. To view the available distribution lists, navigate to the Display Distribution Lists screen, available within the Utilities main menu item - click on Utilities, then on Distribution Lists and select Maintain.


2. To filter the distribution lists so only those related to memberships are shown, select the Filter option on the top left-hand side of the screen (the default is Show Current). Then choose 'Membership' from the Categorisation drop-down list.

3. Click the 'Display' button to show all distribution lists of Type 'Membership'. Users may also filter the list by:

a. Category or Sub Category

b. Current, or Expired lists


4. The Distributions List grid displays the name of each membership list down the left-hand side of the page. The lists are divided into one list for Members and one list for Prospects, displayed one after the other in the list. A brief overview of the total membership for each package (also divided into contact members and organisation members); and a shortcut to member details is also displayed on this page.







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